Apriem Advisors’s UBS Group UBS Stock Holding History

Apriem Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,500	Closed	-$23K	–	363
2018 Q2	$23K	Buy	+1,500	New	+$24.4K	0.01%	334
2017 Q2	–	Sell	-1,500	Closed	-$24K	–	514
2017 Q1	$24K	Buy	1,500 +250	+20%	+$4.02K	0.01%	323
2016 Q4	$20K	Hold	1,250	–	–	0.01%	356
2016 Q3	$17K	Hold	1,250	–	–	0.01%	348
2016 Q2	$16K	Buy	1,250 +250	+25%	+$3.82K	0.01%	367
2016 Q1	$16K	Hold	1,000	–	–	0.01%	331
2015 Q4	$19K	Hold	1,000	–	–	0.01%	308
2015 Q3	$18K	Hold	1,000	–	–	0.01%	307
2015 Q2	$21K	Buy	+1,000	New	+$20.9K	0.01%	322

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apriem Advisors's UBS Position: Q3 2018 in Review

Apriem Advisors sold out of UBS Group (UBS) in Q3 2018, closing a stake of 1,500 shares — an estimated $23K sold.

Apriem Advisors first reported a position in UBS in Q2 2015 and held it in 9 quarters. The position peaked at $24K in Q1 2017. 312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Apriem Advisors reported no remaining UBS Group position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,500 UBS Group shares in Q3 2018, an estimated $23K.
Apriem Advisors first reported a position in UBS Group in Q2 2015 and held it in 9 quarters.
Apriem Advisors's UBS Group position peaked at $24K in Q1 2017.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.